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Experience

As a member of our wealth management group, I proactively help my clients minimize their tax bills with creative tax and business services. From income tax, estate, and gift planning to business transactions and investments, I advise wealthy entrepreneurs on many aspects of their financial decisions and how best to prepare for the road ahead. I also advise real estate developers on income tax planning, real estate transactions, and partnership taxation.

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Specializes In

I’m an accomplished woodworker. My major ongoing project is a log home in Northern Michigan.

Additional Thoughts

Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article June 20, 2018 1 min read
Housing Credit Connect 2018
Event June 19, 2018
Tax reform: Six months in, what should businesses do now?
Kurt Piwko
Webinar Tuesday, June 19, 10-11 a.m. EDT 60 min watch
Inflation edges higher again in May
Jim Baird Wealth Management
Blog June 12, 2018 1 min read